Winthrop Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.3M | Sell |
190,780
-1,084
| -0.6% | -$123K | 1.66% | 14 |
|
|
2025
Q4 | $22.7M | Sell |
191,864
-980
| -0.5% | -$116K | 1.92% | 12 |
|
|
2025
Q3 | $22.6M | Sell |
192,844
-180
| -0.1% | -$20K | 1.98% | 11 |
|
|
2025
Q2 | $20.5M | Buy |
193,024
+25,080
| +15% | +$2.4M | 1.98% | 11 |
|
|
2025
Q1 | $15.2M | Sell |
167,944
-32,548
| -16% | -$3.21M | 1.82% | 11 |
|
|
2024
Q4 | $20.1M | Sell |
200,492
-168
| -0.1% | -$16.5K | 2.42% | 10 |
|
|
2024
Q3 | $18.8M | Sell |
200,660
-620
| -0.3% | -$56.2K | 2.33% | 11 |
|
|
2024
Q2 | $18.3M | Buy |
201,280
+5,084
| +3% | +$434K | 2.49% | 10 |
|
|
2024
Q1 | $16.5M | Buy |
196,196
+140,120
| +250% | +$11.3M | 2.39% | 10 |
|
|
2023
Q4 | $2.32M | Sell |
56,076
-151,036
| -73% | -$10.7M | 0.36% | 35 |
|
|
2023
Q3 | $13.8M | Sell |
207,112
-2,112
| -1% | -$146K | 2.27% | 11 |
|
|
2023
Q2 | $14.4M | Sell |
209,224
-5,436
| -3% | -$346K | 2.31% | 11 |
|
|
2023
Q1 | $13.1M | Sell |
214,660
-5,380
| -2% | -$310K | 2.31% | 11 |
|
|
2022
Q4 | $11.8M | Buy |
220,040
+4,860
| +2% | +$267K | 2.23% | 12 |
|
|
2022
Q3 | $11.3M | Sell |
215,180
-10,560
| -5% | -$621K | 2.42% | 12 |
|
|
2022
Q2 | $12.3M | Buy |
225,740
+42,036
| +23% | +$2.52M | 2.9% | 11 |
|
|
2022
Q1 | $12.8M | Sell |
183,704
-796
| -0.4% | -$54.3K | 2.66% | 10 |
|
|
2021
Q4 | $14.1M | Sell |
184,500
-464
| -0.3% | -$34.4K | 2.83% | 10 |
|
|
2021
Q3 | $12.7M | Sell |
184,964
-2,872
| -2% | -$203K | 2.82% | 10 |
|
|
2021
Q2 | $12.7M | Sell |
187,836
-3,728
| -2% | -$240K | 2.87% | 11 |
|
|
2021
Q1 | $11.6M | Sell |
191,564
-4,276
| -2% | -$260K | 2.87% | 10 |
|
|
2020
Q4 | $11.8M | Sell |
195,840
-1,084
| -0.6% | -$61.7K | 3.09% | 10 |
|
|
2020
Q3 | $10.8M | Sell |
196,924
-3,068
| -2% | -$162K | 3.3% | 9 |
|
|
2020
Q2 | $9.73M | Sell |
199,992
-260
| -0.1% | -$11.5K | 3.44% | 9 |
|
|
2020
Q1 | $7.54M | Sell |
200,252
-192
| -0.1% | -$8.27K | 3.02% | 10 |
|
|
2019
Q4 | $8.81M | Buy |
200,444
+1,396
| +0.7% | +$58.3K | 3.18% | 10 |
|
|
2019
Q3 | $7.94M | Sell |
199,048
-2,768
| -1% | -$111K | 3.14% | 9 |
|
|
2019
Q2 | $7.94M | Sell |
201,816
-16,988
| -8% | -$657K | 3.32% | 9 |
|
|
2019
Q1 | $8.35M | Sell |
218,804
-5,560
| -2% | -$200K | 3.67% | 8 |
|
|
2018
Q4 | $7.34M | Buy |
224,364
+1,572
| +0.7% | +$55.4K | 3.73% | 9 |
|
|
2018
Q3 | $8.69M | Sell |
222,792
-5,744
| -3% | -$218K | 4.89% | 6 |
|
|
2018
Q2 | $8.22M | Sell |
228,536
-8,432
| -4% | -$298K | 5.38% | 8 |
|
|
2018
Q1 | $7.99M | Buy |
236,968
+744
| +0.3% | +$26.1K | 5.62% | 8 |
|
|
2017
Q4 | $8.22M | Buy |
+236,224
| New | +$7.74M | 5.84% | 7 |
|
Other funds holding IWF
